Privacy & Data

Account Information: Email address for authentication and communication

Portfolio Data: Your investment transactions (stocks, quantities, prices, dates) that you manually enter

Contact Messages: Email address and message content when you contact us

Preferences: Email notification settings and display preferences

Secure Storage: All data is stored in secure cloud infrastructure with enterprise-grade security

Authentication: Industry-standard authentication with secure encryption

Access Control: Your data is private to your account - no other users can access it

Encryption: All data is encrypted in transit (HTTPS) and at rest

Portfolio Analytics: Calculate your portfolio performance, holdings breakdown, and investment metrics

Market Data: Fetch current market prices to value your holdings accurately

Email Notifications: Send weekly/monthly portfolio summaries if you've opted in

Support: Respond to your contact form submissions

We use trusted third-party services to provide secure data storage, authentication, email delivery, and market data. These services are carefully selected for their security and reliability.

We do not sell or share your personal data with third parties for marketing purposes. Market data providers only receive security symbols (ticker names) to fetch public pricing information - no personal data is shared.

You have full control over your data:

• View: Access all your data at any time through the dashboard
• Edit: Modify or delete your transactions and preferences
• Export: Download your transaction history as CSV
• Delete: Contact us to permanently delete your account and all associated data
• Opt-out: Disable email notifications in settings